Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$494K Buy
45,495
+385
+0.9% +$4.18K 0.16% 103
2025
Q1
$452K Sell
45,110
-790
-2% -$7.92K 0.16% 99
2024
Q4
$454K Sell
45,900
-1,982
-4% -$19.6K 0.16% 93
2024
Q3
$506K Sell
47,882
-1,204
-2% -$12.7K 0.19% 87
2024
Q2
$616K Buy
49,086
+474
+1% +$5.94K 0.28% 69
2024
Q1
$646K Buy
48,612
+1,211
+3% +$16.1K 0.34% 57
2023
Q4
$578K Sell
47,401
-519
-1% -$6.33K 0.4% 59
2023
Q3
$595K Buy
47,920
+115
+0.2% +$1.43K 0.44% 57
2023
Q2
$723K Buy
47,805
+114
+0.2% +$1.73K 0.56% 44
2023
Q1
$601K Sell
47,691
-20
-0% -$252 0.5% 50
2022
Q4
$555K Buy
+47,711
New +$555K 0.5% 55